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FIGURE 8 INVESTMENT STRATEGIES LLC
FIGURE 8 INVESTMENT STRATEGIES LLC
BOISE, Idaho
·
5 registered advisors
·
CRD# 282973
SEC# 801-120489
1
(208) 385-0078
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIGURE 8 INVESTMENT STRATEGIES LLC
5 registered advisors
Ahmed Aljuboori
BOISE, Idaho
CRD# 7527183
Lisa Michele Cooper
BOISE, Idaho
CRD# 2407967
Nancy Harper Jones
BOISE, Idaho
CRD# 6973353
Richard Naing
BOISE, Idaho
CRD# 7527186
Travis John Stright
BOISE, Idaho
CRD# 7384920
05
Office Locations
BOISE, Idaho
5 advisors
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Data sourced from SEC Form ADV filings. FIGURE 8 INVESTMENT STRATEGIES LLC (CRD# 282973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.